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Paraplanner

1 month ago

Cheltenham, United Kingdom Cavendish Maine Full time

We are currently recruiting an experienced Paraplanner for a Chartered Financial Planning firm in Cheltenham.

Job description


The role includes but is not limited to:

  • Obtaining and analysing information from providers
  • Conducting technical research
  • Creating accurate cash flow planning analysis in line with client objectives
  • Preparation of suitability reports ensuring a high level of accuracy and care.
  • Pr...





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